Quick Stats

Bid Price - Offer Price -
Mid Price GBX 73.40 Day Change GBX +0.14 (0.19%)
Price Date 16 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 0.45 %
Total Expense Ratio 0.00 Fund Size 794,871,400.00
Launch Date 02/05/2008 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.35 Sector IMA UK Equity Income
Min Investment (£) 5,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B2Q1N909 Min TopUp (£) 1,000.00

Fund Objective

The fund's investment objective is to deliver positive returns over a market cycle based on long-term capital growth and income through investment in collective investment schemes as well as directly held transferable securities, derivatives, cash, deposits, warrants and money market instruments. The fund may gain exposure to alternative asset classes including but not limited to property, commodities, hedge funds and private equity directly where permitted or through investment in transferable securities and other permitted assets which themselves invest in these asset classes.

Fund Managers

Johanna Kyrklund
Johanna Kyrklund, Head of Multi-Asset Investments, joined Schroders in March 2007. Responsible for investment on behalf of all UK, European and US Multi Asset clients, member of Global Asset Allocation Committee, fund manager of the Schroder Diversified Growth funds. Prior to joining Schroders, Johanna specialised in tactical asset allocation strategies. From 2005 she worked at Insight Investment where she managed an unconstrained global macro absolute return fund. From 1997 to 2005 she worked at Deutsche Asset Management where she was Head of Asset Allocation in the UK and fund manager of the Deutsche tactical asset allocation fund. Johanna has a degree in Philosophy, Politics & Economics from Oxford University and is a CFA charterholder.
Remi Olu-Pitan
Remi Ajewole is Fund Manager of UK Multi Asset portfolios including the Dynamic Multi-Asset Fund. She is a member of the Strategic Investment Group Multi-Asset (SIGMA), specializing in Equity and Volatility research. Her investment career commenced in 2006 upon joining Schroders. She is a Chartered Financial Analyst. She holds a Master's degree in Statistics from the London School of Economics and a Bachelor's degree in Business Finance, Durham University.